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DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND 1 January 2019 MEMORANDUM FOR: 913th Airlift Group FROM: 913 AG/CC SUBJECT: Officer and Enlisted Performance Report Process 1. Effective performance reports are a crucial aspect of a member’s military career and we owe it to our people to do our best in meeting this responsibility. Following the processes outlined in this guidance will help ensure the quality and timeliness of producing our group’s performance reports and should yield an enhanced OPR/EPR production process. This local timeline has been established to ensure that our reports are submitted to the Air Reserve Personnel Center (ARPC) in Denver on time, i.e. NLT 45 calendar days after closeout. Squadron CSS personnel will maintain oversight of this “all electronic” process for their units. 2. Due to Privacy Act considerations, OPRs and EPRs will not be kept on the server. Anyone who “touches” a performance report during its creation or signature phase and who needs to maintain a copy will label it using a standard naming convention and save it to their hard drive. The “creator” of the report will utilize the standard AF performance report naming construct to label each report: AF707/AF910/AF911 (whichever is applicable) LASTNAME FIRST INITIAL LAST FOUR CLOSEOUT DATE (2 digit year, 2 digit month, 2 digit day). Example: AF707SMITHK1234080518 Each time a version of the draft performance report is “attached” in vPC, update the report label with “version1, version2”, etc. Once the report is routed for signature and each signature is completed, continue to use the standard naming convention, but supplement it with “signed1, signed2”, etc. Examples: AF911JONESB1234080518version1; AF911JONESB1234080518signed1 The rater must always keep a copy of both the latest unsigned and the signed version in their files. Once a report is signed, changes cannot be made to the portion above the signature. If errors are later discovered after signatures have been applied, the report will need to be corrected and resubmitted for signature coordination.

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Page 1: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

1 January 2019

MEMORANDUM FOR: 913th Airlift Group FROM: 913 AG/CC SUBJECT: Officer and Enlisted Performance Report Process 1. Effective performance reports are a crucial aspect of a member’s military career and we owe it to our people to do our best in meeting this responsibility. Following the processes outlined in this guidance will help ensure the quality and timeliness of producing our group’s performance reports and should yield an enhanced OPR/EPR production process. This local timeline has been established to ensure that our reports are submitted to the Air Reserve Personnel Center (ARPC) in Denver on time, i.e. NLT 45 calendar days after closeout. Squadron CSS personnel will maintain oversight of this “all electronic” process for their units. 2. Due to Privacy Act considerations, OPRs and EPRs will not be kept on the server. Anyone who “touches” a performance report during its creation or signature phase and who needs to maintain a copy will label it using a standard naming convention and save it to their hard drive. The “creator” of the report will utilize the standard AF performance report naming construct to label each report: AF707/AF910/AF911 (whichever is applicable) LASTNAME FIRST INITIAL LAST FOUR CLOSEOUT DATE (2 digit year, 2 digit month, 2 digit day). Example: AF707SMITHK1234080518 Each time a version of the draft performance report is “attached” in vPC, update the report label with “version1, version2”, etc. Once the report is routed for signature and each signature is completed, continue to use the standard naming convention, but supplement it with “signed1, signed2”, etc. Examples: AF911JONESB1234080518version1; AF911JONESB1234080518signed1 The rater must always keep a copy of both the latest unsigned and the signed version in their files. Once a report is signed, changes cannot be made to the portion above the signature. If errors are later discovered after signatures have been applied, the report will need to be corrected and resubmitted for signature coordination.

Page 2: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

3. Follow this general process for performance reports (more specific guidance may be obtained from the 913th FSS):

a. All performance reports will be routed in vPC for all phases of this process. b. 90 days prior to the forecast performance report close out date, the squadron CSS will update the top 11 blocks and the signature blocks; upload the report “shell” and the appropriate blank performance report form in vPC. Once uploaded a notification will be sent to the rater of a pending report(s). The rater will review the data in the top 11 blocks (EPRs) or 10 blocks (OPRs) against the shell loaded into vPC and ensure all items are accurate. Contact CSS immediately if the information on the shell is incorrect and a corrected shell will be emailed to the rater. The corrected shell must be uploaded by the rater into vPC under “additional attachments”. Raters are ultimately responsible for inputting and ensuring the accuracy of the performance report.

c. For performance reports on O-5s and above, or any ratee who requires the signature of the 913 AG/CC, the squadron CSS will also attach the following required documents:

1. Current OPR/EPR (Note: Unsigned & Signed version) 2. Previous 2 OPRs/EPRs 3. Current FTF (PDF or HTML)

d. For OPRs, raters input their six draft rater bullets, four suggested additional-rater bullets, and proper acronym definitions on the back of the form. For EPRs, raters input the front side bullets and the suggested additional rater/unit commander bullets on the back. All acronyms used on the EPR will be defined in Section VI on AF910 or Section VII on AF911. **Note that the correct format for an acronym definition is the word(s) followed by the acronym in parentheses followed by a semi-colon, and then the next acronym definition, listed in alphabetical order. Not all acronyms require explanation; raters should reference the 22nd AF list of acronyms for the list of pre-approved acronyms. Example: Combat Arms Training Manager (CATM); Unit Training Assembly (UTA)

e. The rater will save the draft performance report to their computer using the standard naming convention outlined above, upload this draft version into vPC, and send it to the additional rater NLT 30 days prior to closeout date.

f. The additional rater will review the rater’s draft bullets, finalize their own bullets, name it appropriately with the next version label, and then save it on their computer.

Page 3: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

Next they will upload this version into vPC and send it back to the rater prior to the closeout date. g. For those reports that remain at the squadron level, the rater will make a final review and then begin the signature process no earlier than the day after the closeout date. Each signatory has 10 days to sign and forward to the next signatory (or the next UTA if the rater or additional rater is a Traditional Reservist, whichever date occurs first). The final ratee signature will be completed NLT 45 calendar days after closeout date (or the next UTA if the ratee is a Traditional Reservist, whichever occurs first). It is highly recommended that ratees who are unfamiliar with the vPC process sign and upload their performance report in the presence of their rater to ensure that it is processed and sent to ARPC correctly. h. For those reports requiring 913 AG/CC review and signature, the Squadron Commander will forward the most current draft to the Group Executive Officer (Wing Commander or equivalent role) for review NLT 10 days prior to the closeout date (unless the Group Commander is, in fact, the additional rater and has already completed step E above). Squadron commanders will review all OPR’s prior to being sent to the Group Executive Officer. i. The 913 AG/CC will review and return the draft, requesting either the necessary corrections or to proceed with signature coordination, to the rater NLT the closeout date. For 913th AG HQ staff performance reports, the Group Commander will return the draft report to the Group Executive Officer for corrections or signature coordination.

4. OPRs requiring the 22 AF/CC signature must be completed locally within the prescribed timeline and sent to 22 AF/A1 NLT 20 calendar days after closeout; providing the NAF/CC the maximum amount of time to review and sign without making the report late. All OPRs requiring 22 AF/CC signature will go from the 913 AG/CC via vPC to 22 AF/A1 for processing.

5. For uncommon evaluations (e.g. CRO or Referral) coordinate with your CSS to ensure all requirements for the evaluation have been met. Typically, CRO reports are required when a rater has changed and they have completed at least 120 calendar days of supervision over the ratee. Regardless, a CRO evaluation should still follow the set maximum durations allowed for each step in the process. Additionally, it is understood that Referral performance reports are of an entirely different nature and require special processing. All referral reports are done in hard copy format with “wet signatures.”

6. This process, while not revolutionary, will allow us to improve the accuracy, quality, and timeliness of all performance reports within the group. The 913th FSS will develop metrics concerning the status of group performance reports and ensure those metrics are reported to the

Page 4: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

913 AG/CC. Squadron CSS personnel will support inquiries on the status of any performance report as necessary. Bottom-line: our success ultimately depends upon squadron CSS personnel maintaining oversight on the flow of evaluations, raters adhering to the timelines, and unit commanders ensuring compliance with this process. The key is to stay on time and ensuring attention to detail is maintained throughout the performance report process. //SIGNED// CHRISTOPHER T. LAY, Colonel, USAF Commander ATTACHMENTS: 1. Flow Diagram – EPR/OPR Routing and Approval 2. 22 AF Approved Acronym List 3. OPRs/EPRs myPers Information, References & Checklists

Page 5: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

ATTACHMENT 1 Flow Diagram – EPR/OPR Routing and Approval

Page 6: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

Attachment 2 COMMON ACRONYMS

The below listed abbreviations/acronyms are commonly known throughout the Air Force and do not have to be spelled out on first use. This is not an all-inclusive list, so please use good judgment. Try to ensure that everyone reading the OPR/EPR, regardless of AFSC or rank, will understand the acronym/abbreviation/brevity code. When in doubt, spell it out!

1. Ranks:AB TSgt 1Lt Brig Gen Amn MSgt Capt Maj Gen A1C SMSgt Maj Lt Gen SrA CMSgt Lt Col Gen SSgt 2Lt Col

2. MAJCOMs:ACC AFMC AFSOC PACAF AETC AFSC AMC USAFE

3. Wings, Numbered Air Forces, and Higher Headquarters: WR-ALC, ALC, 78 ABW, etc…

4. Commonly used Acronyms:

Note: When spelling an acronym out on the first use, each word is not always capitalized

ACSC Air Command & Staff College ADPE automated data processing

equipment AFAF Air Force Assistance Fund AEF Air Expeditionary Force AF Air Force AFA Air Force Association AFB Air Force Base AFIT Air Force Institute of Technology AFMC Air Force Materiel Command AFRC Air Force Reserve Component AFROTC Air Force Reserve Officer

Training Corps AFSPC Air Force Space Command AFSOC Air Force Special Operations

Command AFSOH Air Force Occupational Safety &

Health AFTO Air Force Technical Order AIA Air Intelligence Agency AIB accident investigation board IN army installation ALS Airman Leadership School ANG Air National Guard AOC Air Operations Center

AOR area of responsibility ARC air reserve components AT antiterrorism AT/FP antiterrorism/force protection ATO air tasking order ATOMS Automated TO Mgmt System AWC Air War College AWFC Air Warfare Center BDE Basic Developmental Education BTZ below-the-zone C2 command and control C2ISR command, control, intelligence,

surveillance, and reconnaissance C3 command, control, and

communications C3I command, control,

communications, and intelligence C4 command, control,

communications, and computers CAF Combat Air Forces CAOC Combined Air Operations Center CC commander CCAF Community College of the Air

Force CDC career development course

Page 7: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

CFACC Combined Forces Air Component Commander

CFC Combined Federal Campaign CGO company grade officer CINC Commander-in-Chief civ civilian CJCS Chairman, Joint Chiefs of

Staff

COMACC Commander, Air Combat Command

COMSEC communications security CONOPS concept of operations CONPLAN operation plan in concept format CONUS continental United States COMSEC communications security CSAF Chief of Staff, US Air Force CSAR Combat Search and Rescue CTF combined task force CY calendar year DETCO detachment commander DG distinguished graduate DMS Defense Message System DO director of operations DoD Department of Defense DV distinguished visitor DZ drop zone EOT equal opportunity & treatment EPR enlisted performance report FAA Federal Aviation Administration flt flight FOIA Freedom of Information Act FP force protection FPCON force protection condition FY fiscal year GP/CC, Gp/CC group commander (ofc symbol) GPS global positioning system GWOT Global War on Terrorism HAZMAT hazardous materials HF high frequency HHQ higher headquarters IAW in accordance with ID identification IDE Intermediate Developmental

Education IDEA Innovative Development through

Employee Awareness (Program) IG Inspector General IMA Individual Mobilization Augmentee IO investigating officer ISR intelligence, surveillance, and

reconnaissance

JA Judge Advocate JAG Judge Advocate General JCS Joint Chiefs of Staff JFACC Joint Forces Air Component

Commander JIATF-E Joint Inter-Agency Task Force-

East JSTARS Joint Surveillance Target and

Radar System JTF joint task force (when used in a

generic sense) JTF-SWA Joint Task Force–Southwest Asia JTFEX Joint Task Force exercise LAN local area network LOAC law of armed conflict LOX liquid oxygen LZ landing zone MAJCOM major command MEDEVAC medical evacuation MIA missing in action MILCON military construction MILSPEC military specification MIL-STD military standard MOA memorandum of agreement MOU memorandum of understanding MQ mission qualified MTF military treatment facility MX maintenance NAF Numbered Air Force NATO North Atlantic Treaty

Organization NCO noncommissioned officer NCOA Noncommissioned Officer

Academy NCOIC noncommissioned officer in

charge NORAD North American Aerospace

Defense Command NOSC Network Ops Support Cell NWC National War College ODP officer development program OEF Operation Enduring Freedom OIC officer in charge OJT on-the-job training ONE Operation NOBLE EAGLE ONW Operation NORTHERN WATCH OPR officer performance report ops operations OPSEC operations security OPTEMPO operating tempo OPSTEMPO operations tempo ORE operational readiness exercise

Page 8: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

ORI operational readiness inspection OSI Office of Special Investigation OSW Operation SOUTHERN WATCH PCS permanent change of station PDE primary developmental education PERSTEMPO personnel tempo PI product improvement PME professional military education POC point of contact POTUS President of the US PTO Preliminary Technical Order QA Quality Assurance QoL quality of life RAF Royal Air Force (UK) ROE rules of engagement

SAR search and rescue SAV staff assistance visit SDE Senior Developmental Education SEA Southeast Asia SECAF Secretary of the Air Force SECDEF Secretary of Defense SIPRNET Secret Internet Protocol Router

Network SJA Staff Judge Advocate SNCO senior noncommissioned officer SNCOA Senior Noncommissioned Officer

Academy SOFA status-of-forces agreement SOS Squadron Officer School SPCM special court-martial SQ/CC, Sq/CC squadron commander (office symbol)

SWA Southwest Asia TCTO Time Compliance Technical

Order TDY temporary duty TO technical order

UAV unmanned aerial vehicle UCMJ Uniform Code of Military Justice UIF unfavorable information file UN United Nations USA US Army USAF US Air Force USCG US Coast Guard USMC US Marine Corps USN US Navy VIP very important person VPOTUS Vice President of the US

WAPS weighted Airman promotion system

WG/CC, Wg/CC wing commander (office symbol) Or ABW/CC WMD weapons of mass destruction

Page 9: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

ATTACHMENT 3

OPRs/EPRs myPers Information, References & Checklists

General Information

• myPers Evaluations Section

Related Resources

• AFH 33-337, Tongue and Quill

• AFI 36-2406, Officer and Enlisted Evaluation Systems

Officer Performance Reports

• AF Form 707, Officer Performance Report (Lieutenant through Colonel)

• AF Form 707 Checklist

Enlisted Performance Reports

• AF Form 910, Enlisted Performance Report (Airman Basic through Technical Sergeant)

• AF Form 911, Enlisted Performance Report (Master Sergeant through Senior Master Sergeant)

• AF Form 912, Enlisted Performance Report (Chief Master Sergeant)

• AF Form 910 Evaluation Checklist

• AF Form 911 Evaluation Checklist

• AF Form 912 Evaluation Checklist

Referral Checklists

• Referral Information - myPers Link

• AF Form 707 (Lt thru Col) Referral Checklist

• AF Form 910 (AB-TSgt) Referral Checklist

• AF Form 911 (MSgt-SMSgt) Referral Checklist

Page 10: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

PAGE 1 OF 3 REVISION 20170815

OPR - AF 707 (Lt – Col) Checklist

AFI 36-2406 Table 3.1

Rank/Name: Unit:

Status: Reason For Report: TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A

Ensure you have current form from AF e-Publishing

SECTION I. RATEE IDENTIFICATION DATA 1. NAME (LAST, FIRST MIDDLE INITIAL.) (ALL CAPS)

2. SSN (123-45-6789)

3. RANK IAW 1.4.9

4. DAFSC IAW 1.4.8.2

5. REASON FOR REPORT (should match component requirement) IAW Table 3.2 or 3.3• ANNUAL• CHANGE OF REPORTING OFFICIAL (CRO) (must have at least 120 supervision)• DIRECTED BY HQ AF (HAF)• DIRECT BY COMMANDER

6. PAS CODE

7. ORGANIZATION, COMMAND, AND LOCATION IAW 1.4.7

8. PERIOD OF REPORT (compare dates with reason in block 5 and EPR Shell/MilPDS)• If the report is not an Annual report, the end date doesn’t have to match as CSS can annotate change on the shell.• Units are authorized to extend the close out date due to supervision and/or points

9. NO. DAYS SUPERVISON• If report is a CRO or was extended for points or supervision, then block 9 must be more than 120 days.

NO. DAYS NON-RATED• Refer to IAW 3.12. for particular circumstances were non-rated periods may be authorized

10. SRID (Ratee’s unit of assignment as of the close-out date. Mandatory for all Guard and Reserve members) IAW Table 3.1

SECTION II. JOB DESCRIPTION 1. DUTY TITLE

• Use title case; no uncommon acronyms, or abbreviations, and spell out full job description• Must match MilPDS/shell; submit AF Form 2096/CRO worksheet to update duty title

2. KEY DUTIES, TASKS, AND RESPONSIBLITIES (must be in bullet format)

SECTION III. PERFORMANCE FACTORS • Mark “MEETS STANDARDS” or “DOES NOT MEET STANDARDS”. Must have an “X” on only one checkbox• If “DOES NOT MEET STANDARDS”, refer to IAW 1.10. for referral evaluation guidelines

SECTION IV. RATER OVERALL ASSESSMENT

• Bullet Format (Minimum 1 bullet Max 6)• Bullets should read as past tense (e.g. Reviewed 12 applicable policies--ensured A4 100% compliant)• Fitness comments are prohibited. Unless the evaluation is referral• No PME Statements unless authorized per IAW 3.17.4.4.

a) IDE, SDE, and PDE are acceptable termsb) Cannot mention BDE, PME, RSSB, DE, or any specific school

• No Promotion Statements IAW 3.16.3.1.• Use of the word “senior” is prohibited. Unless they are referring to a position. IAW 3.16.3.2.• Feedback Date must be within the period of report. Enter date as DD MMM YYYY.

a) If no feedback was accomplished, N/A will be the date and a reason why feedback wasn’t accomplishedwill be required in the space below in accordance to IAW 1.11.4

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION • Rater must be equal to or higher than the Ratee. IAW 1.5.2.1.1.1. • Standard signature block plus location

o i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE (Use title case; no uncommon acronyms or abbreviations)

DATE (Dated on or after the Close Out Date)

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PAGE 2 OF 3 REVISION 20170815

TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A SSN (Last 4 of SSN)

• Civilian raters are not required to provide last 4 of SSN

SECTION IV. RATER OVERALL ASSESSMENT (continued)SIGNATURE (Digitally sign and date on or after the Close-Out Date)

• Wet signatures and wet dates are required for referral report

SECTION V. ADDITIONAL RATER OVERALL ASSESSMENT • Concur or Non-Concur boxes marked as applicable.

a) If non-concurrence, comments are required. See IAW 1.9. for disagreements.• If the Rater is a Single Evaluator (The Rater is also the Additional Rater and Reviewer) then the comments/bullets

section will be left blank but signature will still be required.a) Single Evaluator for AFRC - If member is an O-1 through O-4 then the rater has to be at least an O-6.b) If the member is an O-5 or O-6 then a GO can act as a single evaluator.

• Bullet Format (Minimum 1 bullet Max 4)• Bullets should read as past tense (e.g. Reviewed 12 applicable policies--ensured A4 100% compliant)• Fitness comments are prohibited. Unless the evaluation is referral• No Promotion Statements IAW 3.16.3.1.• Use of the word “senior” is prohibited. Unless they are referring to a position. IAW 3.16.3.2• No PME Statements unless authorized per IAW 3.17.4.4.

a) IDE, SDE, and PDE are acceptable terms.b) Cannot mention BDE, PME, RSSB, DE, or any specific school.

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION • Additional Rater must be equal to or higher than the Rater. IAW 1.5.2.2.3.1.• Standard signature block plus location

o i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE (Use title case; no uncommon acronyms or abbreviations)

DATE (dated on or after the Rater signature date) SSN (Last 4 of SSN)

• Civilian Additional Raters are not required to provide last 4 of SSNSIGNATURE (Digitally sign and date on or after the Rater signature date)

• Wet signatures and wet dates are required for referral report

SECTION VI. REVIEWER

• Concur or Non-Concur boxes marked as applicablea) If non-concurrence, comments are required. See IAW 1.9. for disagreements.

• The reviewer may comment only under the following circumstances:a) If the reviewer disagrees with the evaluation. (Optional)b) If the evaluation is a referral. (Mandatory)c) The ratee is a colonel or colonel select. (Optional)d) If the reviewer is also the rater or additional rater. (Mandatory)

• Leave comments section blank or provide the following statements if applicable:a) “THE RATER IS ALSO THE REVIEWER.”b) “THE ADDITONAL RATER IS ALSO THE REVIEWER”c) “Comments from the ratee were requested but were not received within the required period”d) “I have carefully considered (ratee’s name) comments to the referral memorandum of (date)”

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION • AFRC the reviewer must be at least the Wing CC or above IAW 1.5.2.3.1.1.2.

a) If the Ratee is an O-5 or O-6 then a General Officer has to sign as the Reviewer IAW 1.5.2.3.1.1.1.• Standard signature block plus location

b) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE (Use title case; no uncommon acronyms or abbreviations)

DATE (dated on or after the Additional Rater signature date.) SSN (Last 4 of SSN)

• Civilian Reviewers are not required to provide last 4 of SSNSIGNATURE (Digitally sign and date on or after the Additional Rater signature date)

• Wet signatures and wet dates are required for referral report

Page 12: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

PAGE 3 OF 3 REVISION 20170324

TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A SECTION VII. Functional Examiner/Air Force Advisor (Use only when applicable)

• Ensure appropriate box has “X”• Air Force Advisor is needed when the final evaluator on an evaluation is not an Air Force military member or a GS

civilian employee (i.e. contractors).o Must be a Colonel or above IAW 1.6.8.2.1.1.1.

• Functional Examiners are used when the member works in AFSC that has a specialist (i.e.-contractors) SECTION VIII. RATEE ACKNOWLEDGEMENT

• Mark “Yes” or “No” for Acknowledgement.• Digitally sign and date on or after the Reviewer’s signature date

a) Wet signatures and wet dates are required for referral report• If member is unable to sign, a member of the rating chain must sign and select “Member unable to sign” or “Member

declined to sign” from the drop down.a) Member unable to sign

When member is incapacitated or unavailable to sign; Rater or any higher evaluator in the ratingchain signs.

a) Member declined to sign When member refuses to sign the form; rater or any higher evaluator in the rating chain signs

SECTION IX. PERFORMANCE FACTORS • Use only if Section III is marked “DOES NOT MEET STANDARDS”.• Ensure no boxes are marked with an “X” in this section unless it is a referral.

SECTION X. REMARKS

• Uncommon acronyms must be listed on this section. IAW 1.3.7.2.1

• Acronyms are in alphabetical order. IAW 1.3.7.2.1

• Acronyms must be separated by a semi colon and parenthesis. Example:a) Crisis Action Team (CAT); Continuity of Operation-Headquarters Air Force Reserve

Command (COOP-AFRC); Force Generation Center (FGC); Headquarters Air Force (HAF);Site Action Task Force (SATAF); Total Force Integration (TFI); Unified CombatantCommands (UCC); Vice Commander (CV).

SECTION XI. REFERRAL REPORT • Complete only if report contains referral comments or if the overall standard in Section III is marked as “DOES NOT

MEET THE STANDARDS”• Refer to IAW 1.10. for referral evaluation guidelines

Completed By:

Rank/Name: Unit:

Date:

CSS Reviewed by:

Rank/Name:

Date:

Page 13: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

PAGE 1 OF 4 REVISION 20170815

EPR - AF FORM 910 (AB – TSgt) Checklist

AFI 36-2406 Table 4.2

Rank/Name: Directorate:

Status: Reason For Report:

TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A Ensure you have current form from AF e-Publishing

SECTION I. RATEE IDENTIFICATION DATA

1. NAME (Last, First Middle Initial) (ALL CAPS)

2. SSN

3. RANK (RegAF only: selectees will automatically roll to new SCOD) IAW 1.4.9

4. DAFSC IAW 1.4.8.2

5. ORGANIZATION, COMMAND, AND LOCATION IAW 1.4.7

6. PAS CODE

7. FDID (AGR & RegAF only use SRID + Last 4 of PASCODE) i.e. RC1CCFCMF; N/A for ARTs TRs and IMAs

8. PERIOD OF REPORT (compare dates with reason in block 11 and EPR Shell/MilPDS)

9. NO. DAYS NON-RATED IAW 4.8.3 & 4.8.6

10. NO. DAYS SUPERVISON (current supervision start date to SCOD) IAW Table 3.7 note 3

11. REASON FOR REPORT (should match component requirement)

ANNUAL DIRECT BY COMMANDER IAW (AGRs: Table 4.3 Rule 6-8) (Non-EAD: Table 4.4 Rule 3-5)

BIENNIAL DIRECTED BY HQ AF (HAF) IAW 4.7.2.2

CHANGE OF REPORTING OFFICIAL (CRO) (obsolete/not applicable)

INITIAL IAW (RegAF: 4.7.1.1) (AFR 4.7.1.2)

SECTION II. JOB DESCRIPTION 1. DUTY TITLE

Use title case; no uncommon acronyms, or abbreviations, and spell out full job description

Must match MilPDS/shell; submit AF Form 2096/CRO worksheet to update duty title

2. KEY DUTIES, TASKS, AND RESPONSIBLITIES (must be in bullet format)

SECTION III. PERFORMANCE IN PRIMARY DUTIES/TRAINING REQUIREMENTS 1. TASK KNOWLEDGE/PROFICIENCY

Ensure appropriate box has “X”

Marking should encumber general markings of whole report

2. COMMENTS Minimum 1 bullet/maximum 6

a) If comments are not provide use “THIS LINE INTENTIONALLY LEFT BLANK” IAW Table 4.2, Item 15

Review PME statements IAW 4.17.3.1 and 4.17.3.2.1 a) Cannot mention or recommend ALS, NCOA, or SNCOA unless the member won an award (i.e., John

Levitow Award, Academic Achievement Award, Distinguished Graduate, Commandant Award, and Leadership Award)

b) TSgt and above can mention SEJPME if the member has completed the coursec) Can mention career field related schools/training (CDCs)d) Can mention leadership development schools and/or seminars

No personal fitness IAW 1.4.10.3.2 a) Cannot mention personal scores or category (i.e. received 95% or scored an excellent)

Promotion recommendations are not authorized (i.e. promote to TSgt, promote when eligible, etc)

Stratification comments are not authorized (i.e. 1/9 TSgt in the Unit or the best TSgt I’ve seen)

SECTION IV. FOLLOWERSHIP/LEADERSHIP 1. RESOURCE UTILIZATION

Ensure appropriate box has “X”

Marking should encumber general markings of whole report

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PAGE 2 OF 4 REVISION 20170815

TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A2. COMMENTS

Minimum 1 bullet/maximum 2a) If comments are not provide use “THIS LINE INTENTIONALLY LEFT BLANK” IAW Table 4.2, Item 15

Review PME statements IAW 4.17.3.1 and 4.17.3.2.1a) Cannot mention or recommend ALS, NCOA, or SNCOA unless the member won an award (i.e., John

Levitow Award, Academic Achievement Award, Distinguished Graduate, Commandant Award, andLeadership Award)

b) TSgt and above can mention SEJPME if the member has completed the coursec) Can mention career field related schools/training (CDCs)d) Can mention leadership development schools and/or seminars

No personal fitness IAW 1.4.10.3.2a) Cannot mention personal scores or category (i.e. received 95% or scored an excellent)

Promotion recommendations are not authorized (i.e. promote to TSgt, promote when eligible, etc)

Stratification comments are not authorized (i.e. 1/9 TSgt in the Unit or the best TSgt I’ve seen)

SECTION V. WHOLE AIRMAN CONCEPT1. AIR FORCE CORE VALUES

Ensure appropriate box has “X”

Marking should encumber general markings of whole report

Not applicable if Airman receives Referral comments in Sections II/IV or if an Airman receives a "Met some but notall" rating.

2. COMMENTS Minimum 1 bullet/maximum 2

a) If comments are not provide use “THIS LINE INTENTIONALLY LEFT BLANK” IAW Table 4.2, Item 15 Review PME statements IAW 4.17.3.1 and 4.17.3.2.1

a) Cannot mention or recommend ALS, NCOA, or SNCOA unless the member won an award (i.e., JohnLevitow Award, Academic Achievement Award, Distinguished Graduate, Commandant Award, andLeadership Award)

b) TSgt and above can mention SEJPME if the member has completed the coursec) Can mention career field related schools/training (CDCs)d) Can mention leadership development schools and/or seminars

No personal fitness IAW 1.4.10.3.2a) Cannot mention personal scores or category (i.e. received 95% or scored an excellent)

Promotion recommendations are not authorized (i.e. promote to TSgt, promote when eligible, etc)

Stratification comments are not authorized (i.e. 1/9 TSgt in the Unit or the best TSgt I’ve seen)

SECTION VI. OVERALL PERFORMANCE ASSESSMENT Ensure appropriate box has “X”

Marking should encumber general markings of whole report, consistent with ratings in Section III-V

SECTION VII. RATER INFORMATION Rater must be equal to or higher than rate IAW 1.5.2.1.1.2

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION Standard signature block plus location

a) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE Use title case; no uncommon acronyms or abbreviations

DATE SSN (Last 4 of SSN)

Civilian raters are not required to provide last 4 of SSN

SIGNATURE Digitally sign and date on or after the Close-Out Date

a) Wet signatures and wet dates are required for referral report

SECTION VIII. ADDITIONAL RATER'S COMMENTS Additional Rater must be at least a SNCO, officer or civilian at the grade of GS-07 or above IAW 1.5.2.2.3.2.1 & 1.5.2.2.4 Must select Concur/Non-Concur

a) If non-concur provide at least one bullet supporting the non-concur

1. COMMENTS optional unless required for Referral: if not used state "THIS LINE INTENTIONALLY LEFT BLANK"

a) Minimum 1 bullet/maximum 2b) Fitness and PME statements are not authorized (See sections Ill, and IV)c) Promotion recommendations are not authorized (i.e. promote to TSgt, promote when eligible, etc)

d) Stratification comments are not authorized (i.e. 1/9 TSgt in the Unit or the best TSgt I’ve seen)

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION Standard signature block plus location

a) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

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TO BE COMPLETED (IAW AFI 36-2406) YES NO N/ADUTY TITLE

Use title case; no uncommon acronyms or abbreviations

DATE SSN (Last 4 of SSN)

Civilian raters are not required to provide last 4 of SSN

SIGNATURE Digitally sign and date on or after the Close-Out Date

a) Wet signatures and wet dates are required for referral report

SECTION IX. UNIT COMMANDER/MILITARY OR CIVILIAN DIRECTOR/OTHER AUTHORIZED REVIEWER'S COMMENTS Must be completed by Unit Commander, Director, or other authorized reviewers IAW 1.6.7.3 Must select Concur/Non-Concur

a) If non-concur provide at least one bullet supporting the non-concur

1. COMMENTS optional unless required for Referral: if not used state "THIS LINE INTENTIONALLY LEFT BLANK" IAW 4.16.2

a) Minimum 1 bullet/maximum 2b) Fitness and PME statements are not authorized (See sections Ill, and IV)c) Promotion recommendations are not authorized (i.e. promote to TSgt, promote when eligible, etc)d) Stratification comments are not authorized (i.e. 1/9 TSgt in the Unit or the best TSgt I’ve seen)

2. FUTURE ROLES (Optional) May list up to 3 Roles/Assignments Cannot recommend PME/CCAF

Cannot recommend promotions

Can recommend for duty title that is one level above their paygrade but only if promotion eligible. (TSgt to CCM)

3. PROMOTION ELIGIBLE Yes if promotion eligibility as-of closeout date (TIG/TIS) IAW 36-2502 Chapter 2

a) If Ratee is not promotion eligible, leave Promotion Recommendation blank4. THIS IS A REFERRAL REPORT

Yes if a referral; select no if not5. QUALITY FORCE REVIEW

Yes or no, if Ratee’s personnel record has been reviewed for quality force indicators during the reporting period6. PROMOTION RECOMMENDATION

Ensure appropriate box has “X”, if member is TIG/TIS promotion eligible on EPR closeout date IAW 36-2502 Chapter 2a) Leave blank if not

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION Standard signature block plus location

a) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE Use title case; no uncommon acronyms or abbreviations

DATE SSN (Last 4 of SSN)

Civilian raters are not required to provide last 4 of SSN

SIGNATURE Digitally sign and date on or after the Close-Out Date

a) Wet signatures and wet dates are required for referral report

Section X. Functional Examiner/Air Force Advisor (Use only when applicable) Ensure appropriate box has “X”

Air Force Advisor is needed when the final evaluator is not an Air Force member

Functional Examiner are used when the member works in AFSC that has a specialist (i.e.-contractors)

Section XI. Remarks • Use when applicable to spell out uncommon acronyms• Acronyms are listed in alphabetical order and separated by a semicolon Crisis Action Team (CAT); continuity of

Operation­Headquarters Air Force Reserve Command (COOP-AFRC); Force Generation Center (FGC) IAW 1.3.7.2.1

• If feedback was not accomplished a comment stating why the member did not receive feedback (ACA) will be placedhere

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TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A SECTION XII. RATEE ACKNOWLEDGEMENT

Digitally sign and date on or after the Close-Out Datea) Wet signatures and wet dates are required for referral report

If member is unable to sign, from drop down menu select “Not available to sign" or "Ratee refused to sign'' IAW 1.4.11a) Not available to sign

When member is incapacitated or unavailable to sign; Rater or any higher evaluator in the ratingchain signs.

b) Ratee refused to sign When member refuses to sign the form; rater or any higher evaluator in the rating chain signs

Completed By: Rank/Name:

Date:

CSS Reviewed by:

Rank/Name:

Date:

Page 17: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

PAGE 1 OF 4 REVISION 20170815

EPR - AF FORM 911 (MSgt - SMSgt) Checklist

AFI 36-2406 Table 4.9

Rank/Name: Directorate:

Status: Reason For Report:

TO BE COMPLETED (IAW AFI 36-2406) YES NO N/AEnsure you have current form from AF e-Publishing

SECTION I. RATEE IDENTIFICATION DATA1. NAME (Last, First Middle Initial) (ALL CAPS)

2. SSN

3. RANK (RegAF only: selectees will automatically roll to new SCOD) IAW 1.4.9

4. DAFSC IAW 1.4.8.2

5. ORGANIZATION, COMMAND, AND LOCATION IAW 1.4.7

6. PAS CODE

7. SRID

8. PERIOD OF REPORT (compare dates with reason in block 11 and EPR Shell/MilPDS)

9. NO. DAYS NON-RATED IAW 4.8.3 & 4.8.6

10. NO. DAYS SUPERVISON (current supervision start date to SCOD) IAW 4.9

11. REASON FOR REPORT (should match component requirement)

ANNUAL DIRECT BY COMMANDER IAW (AGRs: Table 4.3 Rule 6-8) (Non-EAD: Table 4.4 Rule 3-5)

BIENNIAL DIRECTED BY HQ AF (HAF) IAW 4.7.2.2

CHANGE OF REPORTING OFFICIAL (CRO) (obsolete/not applicable)

INITIAL IAW (RegAF: 4.7.1.1) (AFR 4.7.1.2)

SECTION II. JOB DESCRIPTION1. DUTY TITLE

Use title case; no uncommon acronyms, or abbreviations, and spell out full job description

Must match MilPDS/shell; submit AF Form 2096/CRO worksheet to update duty title

2. KEY DUTIES, TASKS, AND RESPONSIBLITIES (must be in bullet format)

SECTION III. PERFORMANCE IN LEADERSHIP/PRIMARY DUTIES/FOLLOWERSHIP/TRAINING1. MISSION ACCOMPLISHMENT

Ensure appropriate box has “X”

Marking should encumber general markings of whole report

2. COMMENTS Minimum 1 bullet/maximum 8

a) If comments are not provide use “THIS LINE INTENTIONALLY LEFT BLANK” IAW Table 4.2, Item 15 Review PME statements IAW 4.17.3.1 and 4.17.3.2.1

a) Cannot mention or recommend ALS, NCOA, or SNCOA unless the member won an award (i.e., JohnLevitow Award, Academic Achievement Award, Distinguished Graduate, Commandant Award, andLeadership Award)

b) TSgt and above can mention SEJPME if the member has completed the coursec) Can mention career field related schools/training (CDCs)d) Can mention leadership development schools and/or seminars

No personal fitness IAW 1.4.10.3.2a) Cannot mention personal scores or category (i.e. received 95% or scored an excellent)

Promotion recommendations are not authorized (i.e. promote to SMSgt, promote when eligible, etc)

Stratification comments are not authorized (i.e. 1/9 MSgt in the Unit or the best MSgt I’ve seen)

SECTION IV. WHOLE AIRMAN CONCEPT1. AIR FORCE CORE VALUES

Ensure appropriate box has “X”

Marking should encumber general markings of whole report

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TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A2. COMMENTS

Minimum 1 bullet/maximum 2a) If comments are not provide use “THIS LINE INTENTIONALLY LEFT BLANK” IAW Table 4.2, Item 15

Review PME statements IAW 4.17.3.1 and 4.17.3.2.1a) Cannot mention or recommend ALS, NCOA, or SNCOA unless the member won an award (i.e., John

Levitow Award, Academic Achievement Award, Distinguished Graduate, Commandant Award, andLeadership Award)

b) TSgt and above can mention SEJPME if the member has completed the coursec) Can mention career field related schools/training (CDCs)d) Can mention leadership development schools and/or seminars

No personal fitness IAW 1.4.10.3.2a) Cannot mention personal scores or category (i.e. received 95% or scored an excellent)

Promotion recommendations are not authorized (i.e. promote to SMSgt, promote when eligible, etc)

Stratification comments are not authorized (i.e. 1/9 MSgt in the Unit or the best MSgt I’ve seen)

SECTION V. OVERALL PERFORMANCE ASSESSMENT Ensure appropriate box has “X”

Marking should encumber general markings of whole report, consistent with ratings in Section III-V

SECTION VI. RATER INFORMATION Rater must be equal to or higher than rate IAW 1.5.2.1.1.2

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION Standard signature block plus location

a) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE Use title case; no uncommon acronyms or abbreviations

DATE SSN (Last 4 of SSN)

Civilian raters are not required to provide last 4 of SSN

SIGNATURE Digitally sign and date on or after the Close-Out Date

a) Wet signatures and wet dates are required for referral report

SECTION VII. ADDITIONAL RATER'S COMMENTS Additional Rater must be at least a SNCO, officer or civilian at the grade of GS-07 or above IAW 1.5.2.2.3.2.1 & 1.5.2.2.4 Must select Concur/Non-Concur

a) If non-concur provide at least one bullet supporting the non-concur

1. COMMENTS optional unless required for Referral: if not used state "THIS LINE INTENTIONALLY LEFT BLANK"

b) Minimum 1 bullet/maximum 2c) Fitness and PME statements are not authorized (See sections Ill, and IV)d) Promotion recommendations are not authorized (i.e. promote to SMSgt, promote when eligible, etc)

e) Stratification comments are not authorized (i.e. 1/9 MSgt in the Unit or the best MSgt I’ve seen)

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION Standard signature block plus location

a) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE Use title case; no uncommon acronyms or abbreviations

DATE SSN (Last 4 of SSN)

Civilian raters are not required to provide last 4 of SSN

SIGNATURE Digitally sign and date on or after the Close-Out Date

a) Wet signatures and wet dates are required for referral report

SECTION VIII. UNIT COMMANDER/MILITARY OR CIVILIAN DIRECTOR/OTHER AUTHORIZED REVIEWER'S COMMENTS(to be completed by Unit Commander, Director, or other authorized reviewers) IAW 1.6.7.3

Must select Concur/Non-Concura) If non-concur provide at least one bullet supporting the non-concur

COMMENTS optional unless required for Referral: if not used state "THIS LINE INTENTIONALLY LEFT BLANK"

a) Minimum 1 bullet/maximum 2b) Fitness and PME statements are not authorized (See sections Ill, and IV)c) Promotion recommendations are not authorized (i.e. promote to SMSgt, promote when eligible, etc)d) Stratification comments are not authorized (i.e. 1/9 MSgt in the Unit or the best MSgt I’ve seen)

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TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A1. FUTURE ROLES (Optional) May list up to 3 Roles/Assignments

Cannot recommend PME/CCAF

Cannot recommend promotions

Can recommend for duty title that is one level above their paygrade but only if promotion eligible. (SMSgt to CCM)

2. EDUCATION (as-of closeout date)

CCAF CONFERRED (yes or no)a) Has member completed CCAF or not (verify on Career Data Brief)

PME COMPLETED (yes or no)a) Has member completed Senior Level PME or not (verify on Career Data Brief)

3. PROMOTION ELIGIBLE As of the close-out date of the evaluation, indicate whether the ratee is TIG/TIS promotion eligible. IAW 4.12

IAW 1.104. THIS IS A REFERRAL REPORT

• Indicate whether the report contains negative comments or derogatory information. (yes orno) If yes, please reference CSS “Referral Evaluation Steps” guidance

5. QUALITY FORCE REVIEW Ratee’s personnel record has been reviewed for quality force indicators during the reporting period (yes or no)

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION Standard signature block plus location

a) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE Use title case; no uncommon acronyms or abbreviations

DATE SSN (Last 4 of SSN)

Civilian raters are not required to provide last 4 of SSN

SIGNATURE Digitally sign and date on or after the Close-Out Date

a) Wet signatures and wet dates are required for referral report

SECTION IX. FINAL EVALUATOR'S COMMENTS The final evaluator must be an 0- 4, civilian equivalent, (GS-12), or higher IAW 4.1 3.1

a) For AGR and non-AGR, the final evaluator must be at a minimum the full-time unit commander Must select Concur/Non-Concur

a) If non-concur provide at least one bullet supporting the non-concur

COMMENTS Optional unless required for Referral: if not used state "THIS LINE INTENTIONALLY LEFT BLANK"

a) Limited to 1 bulletb) Promotion statements are authorized in this section if the member is promotion eligible IAW 4.1 6.1

c) Stratification statements are authorized in this section IAW 4.1 2.1 If the member is stratified, block B must be used

d) Fitness and PME statements are not authorized (See sections Ill, and IV)

1. PROMOTION RECOMMENDATION (authorized reviewer only when member is promotion eligible on closeout date)

A. FINAL EVALUATOR POSITION SENIOR RATER (as identified by individual attached to SRID)

a) FORCED ENDORSEMENT (Ensure appropriate box has “X”) IAW 4.12.2.1 i. When the senior rater is the rater whether or not the ratee is TIG/TIS eligible or has

completed the minimum requirements for senior rater stratification/endorsement.

DEPUTY EVALUATOR (is the first O-6/GS-15 evaluator in the ratee’s rating chain between (up from) theratee and the senior rater, regardless of the organizational duty position of the O-6.)

INTERMEDIATE EVALUATOR (an individual in the ratee’s rating chain who works directly for deputyevaluator and meets the grade requirement to complete the final endorsement on the EPR.)

B. SENIOR RATER STRATIFICATION (restricted to Senior Rater only)

Top XX% of MSgt/SMSgt or leave blank

SECTION X. FUNCTIONAL EXAMINER/AIR FORCE ADVISOR (use only when applicable) Ensure appropriate box has “X”

Air Force Advisor is needed when the final evaluator is not an Air Force member

Functional Examiner are used when the member works in AFSC that has a specialist (i.e.-contractors)

SECTION XI. REMARKS • Use when applicable to spell out uncommon acronyms• Acronyms are listed in alphabetical order and separated by a semicolon Crisis Action Team (CAT); continuity of

Operation­Headquarters Air Force Reserve Command (COOP-AFRC); Force Generation Center (FGC) IAW 1.3.7.2.1

• If feedback was not accomplished a comment stating why the member did not receive feedback (ACA) will be placedhere

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PAGE 4 OF 4 REVISION 20170815

TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A SECTION XII. RATEE ACKNOWLEDGEMENT

Digitally sign and date on or after the Close-Out Datea) Wet signatures and wet dates are required for referral report

If member is unable to sign, from drop down menu select “Not available to sign" or "Ratee refused to sign'' IAW 1.4.11a) Not available to sign

When member is incapacitated or unavailable to sign; Rater or any higher evaluator in the ratingchain signs.

b) Ratee refused to sign When member refuses to sign the form; rater or any higher evaluator in the rating chain signs

Completed By: Rank/Name:

Date:

CSS Reviewed by:

Rank/Name:

Date:

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PAGE 1 OF 3 REVISION 20170815

EPR - AF FORM 912 (CMSgt) Checklist

AFI 36-2406 Table 4.6

Rank/Name: Directorate:

Status: Reason For Report:

TO BE COMPLETED (IAW AFI 36-2406) YES NO N/AEnsure you have current form from AF e-Publishing

SECTION I. RATEE IDENTIFICATION DATA

1. NAME (Last, First Middle Initial) (ALL CAPS)

2. SSN

3. RANK (RegAF only: selectees will automatically roll to new SCOD) IAW 1.4.9

4. DAFSC IAW 1.4.8.2

5. ORGANIZATION, COMMAND, AND LOCATION IAW 1.4.7

6. PAS CODE

7. SRID8. REASON FOR REPORT (should match component requirement)

ANNUAL DIRECT BY COMMANDER IAW (AGRs: Table 4.3 Rule 6-8) (Non-EAD: Table 4.4 Rule 3-5)

BIENNIAL DIRECTED BY HQ AF (HAF) IAW 4.7.2.2

9. TAFMSD (RegAF)/PAY DATE (ARC) The date the member entered military service (verify on Career Data Brief (CDB))

10. PERIOD OF REPORT (compare dates with reason in block 11 and EPR Shell/MilPDS) IAW 4.6 & 4.7

11. NO. DAYS SUPERVISON (current supervision start date to SCOD) IAW 4.9

12. HYT High Year of Tenure (maximum number of years Airmen may serve on active duty) IAW AFI 36-3203

a) Chief Master Sergeant – 30 years of TAFMS

13. DUTY TITLE Use title case; no uncommon acronyms, or abbreviations, and spell out full job description

Must match MilPDS/shell; submit AF Form 2096/CRO worksheet to update duty title

SECTION II. RATER'S PERFORMANCE ASSESSMENT 2. COMMENTS

Minimum 2 bullet/maximum 4a) If comments are not provided use “THIS LINE INTENTIONALLY LEFT BLANK” IAW Table 4.2, Item 15

Review PME statements IAW 4.17.3.1 and 4.17.3.2.1a) Cannot mention or recommend ALS, NCOA, or SNCOA unless the member won an award (i.e., John

Levitow Award, Academic Achievement Award, Distinguished Graduate, Commandant Award, andLeadership Award)

b) Can mention SEJPME if the member has completed the coursec) Can mention career field related schools/training (CDCs)d) Can mention leadership development schools and/or seminars

No personal fitness IAW 1.4.10.3.2a) Cannot mention personal scores or category (i.e. received 95% or scored an excellent)

SECTION III. RATER INFORMATION Rater must be equal to or higher than rate IAW 4.13

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION Standard signature block plus location

a) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE Use title case; no uncommon acronyms or abbreviations

DATE

SSN (Last 4 of SSN) Civilian raters are not required to provide last 4 of SSN

SIGNATURE Digitally sign and date on or after the Close-Out Date

a) Wet signatures and wet dates are required for referral report

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TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A SECTION IV. SENIOR RATER'S PERFORMANCE ASSESSMENT

Final evaluator must be the senior rater (final evaluator may not be delegated to a lower level evaluator.) IAW 4.13.1a) For ANG AGR and non-AGR, the final evaluator must be at a minimum the full-time unit commander. If

there is no full-time unit commander, the final endorser will be the senior full-time officer serving in thegrade of O-4, civilian equivalent, (GS-12), or higher, but no higher in organization than the senior rater.

Must select Concur/Non-Concura) If non-concur provide at least one bullet supporting the non-concur

1. COMMENTS optional unless required for Referral or “Do Not Retain” recommendation; if not used state "THIS LINE

INTENTIONALLY LEFT BLANK"a) Limited to 1 bulletb) Fitness and PME statements are not authorized (See sections II)

c) Comments are highly encouraged when making current year Command Chief Master Sergeantnomination

d) Stratifications are prohibited for those CMSgts not receiving nomination for the current year’s CommandChief Screening Board.

2. CONSIDER FOR HIGHER RESPONSIBILITY (drop down menu) READY NOW - When CMSgts are ready to immediately assume greater responsibility in a more challenging position

than currently held.

ON-TRACK - When CMSgts are excelling in their current position, demonstrating growth potential, and are ready totransition to a position in a related specialty, or at a different organizational level, at the first available opportunity.

CURRENT ASSIGNMENT - When CMSgts should remain in their current assignment for one or some of thefollowing reasons: are not forecasted to be moved in the near-term; have not been evaluated as a CMSgts in theircurrent position; may have a specific expertise required in-place; be in pre-defined tour lengths; or be in nominativepositions.

GROOM - When CMSgts require additional grooming in their duty position or as a CMSgt prior to being placed in aposition with greater responsibilities. These CMSgt may be ready for increased responsibilities in the future.

DO NOT RETAIN – When CMSgt are not recommended for retention. Do not retain recommendations constitute areferral EPR and therefore require Senior Rater Comments in Section II, part 1.

3. Recommended Future Roles (Optional drop down menu) SQUADRON SUPERINTENDENT MAJCOM FUNCTIONAL MANAGER GROUP SUPERINTENDENT CAREER FIELD MANAGER OTHER (must describe if selected)

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION Standard signature block plus location

a) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE Use title case; no uncommon acronyms or abbreviations

DATE SSN (Last 4 of SSN)

Civilian raters are not required to provide last 4 of SSN

SIGNATURE Digitally sign and date on or after the Close-Out Date

a) Wet signatures and wet dates are required for referral report

SECTION V. FUNCTIONAL EXAMINER/AIR FORCE ADVISOR (use only when applicable) Ensure appropriate box has “X”

Air Force Advisor is needed when the final evaluator is not an Air Force member

Functional Examiner are used when the member works in AFSC that has a specialist (i.e.-contractors)

SECTION VI. RATEE ACKNOWLEDGEMENT Digitally sign and date on or after the Close-Out Date

a) Wet signatures and wet dates are required for referral report

If member is unable to sign, from drop down menu select “Not available to sign" or "Ratee refused to sign'' IAW 1.4.11a) Not available to sign

When member is incapacitated or unavailable to sign; Rater or any higher evaluator in the ratingchain signs.

b) Ratee refused to sign When member refuses to sign the form; rater or any higher evaluator in the rating chain signs

SECTION VII. REMARKS • Use when applicable to spell out uncommon acronyms• Acronyms are listed in alphabetical order and separated by a semicolon Crisis Action Team (CAT); continuity of

Operation­Headquarters Air Force Reserve Command (COOP-AFRC); Force Generation Center (FGC) IAW 1.3.7.2.1

• If feedback was not accomplished a comment stating why the member did not receive feedback (ACA) will be placedhere

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TO BE COMPLETED (IAW AFI 36-2406) YES NO N/A SECTION VIII. REFERRAL REPORT

Complete this section for referral evaluations only IAW 1.10

This section replaces referral memo required for AF Form 910/911

State the reason(s) for referral on lines following “I am referring this EPR to you…”

Provide POC & address for ratee to provide rebuttal comments to on the lines following “Send your writtencomments to:”

NAME, GRADE, BR OF SVC, ORGN, COMMAND & LOCATION Standard signature block plus location

a) i.e. FIRST NAME MI. LAST NAME, Rank, USAF 913th Airlift Group (AFRC) Little Rock AFB, AR 72099

DUTY TITLE Use title case; no uncommon acronyms or abbreviations

DATE (must be wet) SIGNATURE

Wet signatures are required for referral report

SIGNATURE Wet signatures are required for referral report

DATE (must be wet and must be same date as Referring Evaluator)

Completed By: Rank/Name:

Date:

CSS Reviewed by:

Rank/Name:

Date:

Page 24: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

Commander’s Support Staff AF Form 707 (Lt thru Col) Checklist

Referral Checklist **Ensure AF Form 707, 20150731, V1 is used**

USECTION III: � DOES NOT MEET STANDARDS should be marked with an “X”

SECTION IV: � Rater must sign on/after the close out date � The date the Rater signs the evaluation and the date on the referral memorandum (Section XI-on back) should be the same date

SECTION V: � Comments will be left blank until AFTER the ratee has been given 3 duty days to respond to the referral memorandum � Ratee must be given 3 FULL duty days to respond (Ex. 1 May 2018 ratee signs, 2-4 May 2018 are 3 duty days, on 5 May 2018 Additional Rater may sign) � One mandatory referral comment must be used:

o “I have carefully considered (Ratee’s name) comments to the referral memo of (date)”o “Comments from the Ratee were requested but were not received within the required

period”

SECTION VI: � This section will not have a comment unless:

o The evaluation is a referral, and the reviewer is the evaluator named in Section XI of theOPR, or the reviewer refers the evaluation.

SECTION IX: � If Section III is marked DOES NOT MEET STANDARDS, fill in applicable blocks rate DOES

NOT MEET STANDARDS

SECTION XI: � The first comment line should include the reason for the referral report:

o Specifically, (state why the evaluation is being referred, i.e., “Specifically, my rating ofmet some, but not all expectations in section (indicate which section) and my comments,pertaining to your failure to meet and enforce dress and appearance standard in yourselfand your subordinates, cause this evaluation to be referred.”).

� Written comments should be sent to: “Name and address of the next evaluator” � The rater should sign section XI the same day they signed section IV

Page 25: DEPARTMENT OF THE AIR FORCE AIR FORCE RESERVE COMMAND

Commander’s Support Staff AF Form 910 (AB-TSgt) Referral Checklist

**Ensure AF FORM 910, 20151130, V3 is used** ‘

SECTION III/IV: � The reason for the referral is annotated in this section and Met some but not all expectations block should be checked � Must be a minimum of 1 line; May use “THIS LINE INTENTIONALLY LEFT BLANK” as mandatory comment

SECTION V: � This section should not be used for a referral unless the reason for the referral is annotated in this section by marking Met some but not all expectations

SECTION VI:� Overall assessment of performance during rating period should be commensurate with Sections III-V

SECTION VII:

� Rater must sign on/after the close out date � The date the rater signs the evaluation and the date on the referral memorandum should be the same date

SECTION VIII: � Ensure CONCUR/NON-CONCUR box is checked � Comments will be left blank until AFTER the ratee has been given 3 duty days to respond to the referral memorandum � Ratee must be given 3 FULL duty days to respond (Ex. 1 May 2018 ratee signs, 2-4 May 2018 are 3 duty days, on 5 May 2018 Additional Rater may sign); Additional Rater will sign on 4th duty day � One mandatory referral comment must be used:

o “I have carefully considered (Ratee’s name) comments to the referral memo of (date)”o “Comments from the Ratee were requested but were not received within the required

period”

SECTION IX: � Ensure CONCUR/NON-CONCUR box is checked � Must be a minimum of 1 line; May use “THIS LINE INTENTIONALLY LEFT BLANK” as

mandatory comment � Future Roles are not required � Block 4 and 5 should be marked “YES”

Referral Memorandum: � Must be dated the same day the Rater signs the EPR � Paragraph 1

o Specifically, (state why the evaluation is being referred, i.e., “Specifically, my rating ofmet some, but not all expectations in section (indicate which section) and my comments,pertaining to your failure to meet and enforce dress and appearance standard in yourselfand your subordinates, cause this evaluation to be referred.”). In addition, if you areTime-In-Grade / Time-In-Service eligible, my rating (s) or comment (s) may result in apromotion recommendation of “Not Ready Now” or “Do Not Promote”.

� Paragraph 2 must address the next evaluator by name o Send your comments to (name and address of next evaluator) no later than 3 duty days

(30 calendar days for non-EAD members) from the date you receive this memorandum.� The 3 duty days starts from the date the ratee signs the acknowledgement

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Commander’s Support Staff 911 (MSgt-SMSgt) Referral Checklist **Ensure AF FORM 911, 20150731, V1 is used**

SECTION III: � The reason for the referral is annotated in this section and Met some but not all expectations block should be checked

SECTION IV: � This section should not be used for a referral unless the reason for the referral is annotated in this section by marking Met some but not all expectations

SECTION V:� Overall assessment of performance during rating period should be commensurate with Sections III-IV

SECTION VI:� Rater must sign on/after the close out date � The date the Rater signs the Referral EPR and the date on the Referral Memo should be the same date

SECTION VII: � Ensure CONCUR/NON-CONCUR box is checked � Comments will be left blank until AFTER the ratee has been given 3 duty days to respond to the referral memorandum � Ratee must be given 3 FULL duty days to respond (Ex. 1 May 2018 ratee signs, 2-4 May 2018 are 3 duty days, on 5 May 2018 Additional Rater may sign); Additional Rater will sign on 4th duty day � One mandatory referral comment must be used:

o “I have carefully considered (Ratee’s name) comments to the referral memo of (date)”o “Comments from the Ratee were requested but were not received within the required

period”

SECTION IX: � Ensure CONCUR/NON-CONCUR box is checked � Must be a minimum of 1 line; May use “THIS LINE INTENTIONALLY LEFT BLANK” as

mandatory comment � Future Roles are not required � Block 4 and 5 should be marked “YES”

REFERRAL MEMORANDUM: � Must be dated the same day the Rater signs the EPR � Paragraph 1

o Specifically, (state why the evaluation is being referred, i.e., “Specifically, my rating ofmet some, but not all expectations in section (indicate which section) and my comments,pertaining to your failure to meet and enforce dress and appearance standard in yourselfand your subordinates, cause this evaluation to be referred.”). In addition, if you areTime-In-Grade / Time-In-Service eligible, my rating (s) or comment (s) may result in apromotion recommendation of “Not Ready Now” or “Do Not Promote”.

� Paragraph 2 must address the next evaluator by name o Send your comments to (name and address of next evaluator) no later than 3 duty days

(30 calendar days for non-EAD members) from the date you receive this memorandum.� The 3 duty days starts from the date the ratee signs the acknowledgement